Financial Standing

Please complete the table below for Income, Expenditure, Assets and Liabilities for yourself, your spouse/ partner if applicable and you both jointly.
Asset Held Solely Held Partner Held Jointly Total
House 0 0 0 0
Car 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 18,000 0 0 18,000
Investments (e.g. ISA/unit trust/shares etc) 44,000 0 0 44,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 69,000 0 0 69,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 540 0 0 540
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 68,460 0 0 68,460
Total Liabilities 540 0 0 540
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 51,750 0 0 51,750
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 51,750 0 0 51,750
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 540 0 0 540
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 50,810 0 0 50,810
Total Expenditure 940 0 0 940
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